Financial Modeling Course (with 15+ Projects)
This Financial Modeling Course is a bundle of 16 courses with 90+ hours of HD video tutorials and Lifetime Access.
This course is designed for students and professionals who want to master excel modeling skills. Here you will learn modeling of different sectors like Capital goods, Banking Sector, Metal & Mining, Pharma, Real Estate, Petrochemical, Islamic Banking, Telecom, Automobile, Consumer Goods, FMCG and more.
What you get in this Financial Modeling Course?
Mobile App Access
About Financial Modeling course
|Course||Online Financial Modeling Course|
|Deal||16 online financial modeling course bundle. You do not have to buy each of them separately. You get access to all the 16 courses on Financial Modeling once you register for this bundle|
|Hours||90+ Video Hours|
|Core Coverage||Financial Modeling, Discounted Cash Flows, Banking Sector Valuations, Metal & Mining, Pharma, Real Estate Sector, Petro-chemical Sector, Islamic Banking Financial Modelling, Capital Goods, Telecommunication, FMCG, Consumer Goods, Automobile, Broadcasting Sector Financial Modeling|
|Excel Templates Included?||Yes, Excel templates and financial models are downloadable.|
|Online Financial Modeling Course Validity||Lifetime Access. Unlimited viewing of online financial modeling Course videos.|
|Eligibility||No eligibility as such. You should have keen interest in learning.|
|Pre-Requisites||Basic knowledge of accounting and Excel is required. If you are new to these then you can first take the course on Equity Research Training, where you will learn Excel, accounting, valuations from scratch.|
|What do you get?||Certificate of Excellence for each of the 16 courses on Financial Modeling|
|Certification Type||Course Completion Certificates|
|Verifiable Certificates?||Yes, Unique verifiable certificates. You can showcase these verifiable certificates by providing this URL in your resume or adding it to your LinkedIn Profile|
|Type of Training||Self Paced Video Course on Financial Modeling|
|System Requirement||1 GB RAM or higher|
|Other Requirement||Speaker / Headphone|
Online Financial Modeling Course Curriculum
|S. No||Sector Financial Modeling||Financial Modeling Case Study||Hours||Description|
|1||Industrial Manufacturing Financial Modeling Course||Siemens AG||8||In this financial modeling of Siemens AG (German-headquartered), you will learn how to build analyze the history of Siemens and forecast its financial statements – Balance Sheet, Cash Flows and Income Statement. Here, you will also learn how to value Siemens using a Discounted Cash Flow approach. Some important tips of Financial modeling are also discussed including checking errors in the model, how to break circularity in your model etc|
|2||Banking Sector Financial Modeling Course||Bank of America||2||In this online financial modeling course, we take the case study of Bank of America. Financial Modeling of Banking is very different from the financial modeling of other sectors. In this modeling exercise, we start from scratch, pick the SEC filings of Bank of America and populate the historical in Excel. Thereafter we look at how to systematically forecast each of the financial statements. Here we look at the drivers of each line item like the Gross Loans, Allowances, Interest Rates, etc. Finally, we look at how the valuation of Banks is different from that of other companies. We look at Price to Book Value approach to Value Bank of America.|
|3||Pharma Sector Financial Modeling Course||Enanta Pharma||12||In this financial modeling course, we take the case study of Enanta Pharma wherein you will learn about Biotechnology (Drug development and phases), Approach to financial modeling for a Pharma firm, Pipeline Revenue buildup, Product Revenue buildup, Putting it all together – IS, BS and CF|
|4||Petrochemical Sector Financial Modeling Course||Advance Petrochemical||3||In this financial model of the Petrochemical company, we learn the nuances of this sector along with how to do the ratio analysis of this company. Additionally, you will learn step by step how to forecast the financial statement of a petrochemical company and value such a sector.|
|5||Real Estate Financial Modeling||Washington-Residential, Boston Office, Valerian developments||10||In this course on financial modeling, we take Lyric properties in Washington-Residential, 2. Boston office – Commercial and 3. Valerian developments in São Paulo Brazil|
|6||Metal & Mining Sector||Barrick Gold Corporation||3||This financial modeling course gives a brief idea about valuing the companies in the metals Sector. Here we take the case study of Barrick Gold Corporation wherein you will do understand the revenue and cost drivers, forecasting the future financials and the stock price recommendation.|
|7||Islamic Banking Modeling||Kuwait Finance House||4||Islamic Banking is no less than the generalized banking structure but it follows certain Islamic Rules & Regulations for its operations & working. This course on Understanding Islamic Banking will help you to learn about Islamic Banking and its functions and process what it follows. This course on Islamic Banking will help you to learn about the Islamic Banking Structure, difference in revenue drivers for Islamic Banking, also you will be learning about the difference in cost drivers, how does top-line calculations are done, you will be also learning how to forecast the Profit & Loss a/c and balance sheet, and do’s and don’ts of Islamic Banking Structure.|
|8||Real Estate Sector Modeling||Emaar Properties||3||This course gives a brief idea about valuing the companies in the real estate sector, the revenue and cost drivers, forecasting future financials and the stock price recommendation. Furthermore, it gives an idea of how to prepare a report on the sector and companies. As a first step, we learn how to build a real estate financial model from scratch and secondly, we look at how to write a recommendation report (BUY/SELL) on the same.|
|9||Consumer Goods & Services (CG&S) Sector Financial Modeling||Harley Davidson||15||In this Financial Modeling course, we take Harley Davidson Case Study and learn to build the financial model from basics by downloading the SEC Filings up to preparing the financial model in Excel|
|10||Capital Goods Industry||Praj Industries||7||As Praj is involved in the ethanol segment so we will understand how ethanol is made and then we will project the demand for petrol. Once we will understand the ethanol projections, we will start creating the assumption sheet, wherein we will project order flows for ethanol, brewery and emerging segment for the company over the period of the next 2 years. We will also create an Asset schedule and debt schedule to project depreciation and interest cost. Once we will complete the projection of depreciation and interest cost, we will finally project other income. Post completing the projection of the income statement, we project working capital and complete the projection for balance sheet and thereby cash flow statement. At last, we will project the target value of the stock through forward PE ratio, for which we will understand how to create 1 year and 2 years forward P/E chart.|
|11||Telecommunication Sector Financial Modeling||Idea Cellular||3||In this telecom sector online financial modeling course, we take the case study of Idea Cellular (Indian Telecom company). Here, you will learn about the Indian telecom sector, industry dynamics, etc. You will learn how to build a financial model by downloading annual reports and populating the financials from scratch. We look at industry revenue drivers and build the revenue sheet, cost sheet, depreciation schedule, working capital schedule, shareholder’s equity schedule, debt schedule and more. Additionally, we look at how to value the company using the DCF approach as well as relative valuation tools and techniques.|
|12||Banking Sector Financial Modeling Course||JPMorgan||6||This is another banking sector modeling that we take on JPMorgan Chase Bank. It is one of the best-known banks with a very strong balance sheet. Additionally, its different segments like commercial banking, investment banking, trading make this case study even more interesting. In this case study, we learn to build JPMorgan Model from scratch. We learn about Financial Statement comparisons, regulatory requirements, loan portfolio forecasting, Loan Loss provision and reserve forecasting, balance sheet projections, Interest bearing Assets and Liabilities, Income Statement and cash flows Projections, Linking the Financial Statements, Capital Adequacy, and Dividends & Stock Repurchase.|
|13||Automobile Sector Financial Modeling||Mahindra and Mahindra.||4||Here we have picked an Indian automobile company – Mahindra and Mahindra. Here you will learn the basics of the Indian automobile sector that has been growing at a frenetic pace. Automobile contributes around 7% to the Indian’s GDP. The projections are done by preparing different schedules like revenue- the build-up, cost sheet, working capital management schedule, Debt schedule, etc. This Financial Modeling course is equipped with the video tutorials to prepare a financial model of Mahindra and Mahindra. We also look at valuation – DCF as well as relative valuations along with its sensitivity analysis|
|14||Broadcasting Sector||Time Warner||3||In this online financial modeling course on the Broadcasting sector, we have picked US Based Time Warner as an example. e tutorials will explain to you how the broadcasting sector works in the US, performing the fundamental analysis (Horizontal, vertical and ratio analysis), forecasting the future financials of Time Warner and interpreting the EPS of the company.|
|15||FMCG Sector||HUL Ltd||5||In this course on Financial modeling, we take the HUL case study and understand FMCG Industry Overview, what are the Demand drivers and perform Financial Modeling – P&L, BS, CF, Key Ratios & Valuation.|
|16||Automobile Sector Financial Modeling||Maruti Suzuki||5||In this course on Financial Modeling, we look at Maruti Suzuki case study and perform the financial modeling and valuation analysis from scratch|
What Financial Modeling?
Financial Modeling in the context of Investment Banking and Financial Research is all about projecting a company’s financial statements in a methodological way so as to understand the future of financial fundamentals of the company. To put it in layman’s terms, financial modeling is a step by step approach to forecast the Income Statement, Balance Sheet and Cash Flows. The company’s management only provide financials of the time period that has already passed, however, for a better understanding of the company’s future, analysts project the financials using Financial Modeling.
As seen from the diagram above, the approach to financial modeling is as per below –
- Download the historical financial statements and populate the income statement, balance sheet and cash flows for the past 5-6 years.
- Under the Financial Statements of the historical and calculate the Ratios using Financial Statement analysis
- Start projecting each and every line item of the financial statements. Generally, we start with the Income Statement and start with the Revenue Built-up schedule.
- Thereafter, the cost schedule, working capital schedule, depreciation and amortization schedule is made.
- Finally, with the completion of the shareholder’s equity schedule and debt schedule, you are able to project the Financial Statements of the next 5-6 years of the company.
- With this enhanced knowledge of projected financials, we are able to perform DCF and Relative valuations to find the fair price of the company.
Industry Growth TrendThe Financial Services Application Market is expected to grow from $66.92 billion in 2014 to $103.66 billion to 2019, at a Compound Annual Growth Rate (CAGR) of 9.1% during the forecast period 2014-2019.
[Source - MarketsandMarkets]
[Source - Indeed]
Which Tangible Financial Modeling Skills you will learn in this course?
- Master Excel
- Navigating the Financial Statements
- Downloading and populating Financial Statements in Analyst friendly format
- Professional Financial Modeling – Step by step
- Valuations – Discounted Cash Flows and Relative Valuations
- Find the Target Price of the stock and suggest Buy/Sell
- Sector Knowledge of Banking Sector, Automobile, Broadcasting, Capital Goods, etc
- Banking Financial Modeling (this one is different from another sector modeling)
- 15+ Industry Projects
- Hands-on Instructor-led Case Studies
- Perform financial analysis on Live company data
- Build a financial & Valuation Model from scratch
- Forecast Target Price of Shares
- Showcase Projects in your CV/Linkedin
Financial Modeling Course Projects
Certificate of Completion
- The most important pre-requisite for this financial modeling course is your desire and passion to learn this most important skill in Finance.
- Second, if you know basic accounting, then it should help a lot. In this course on Financial Modeling, we start with the assumption that you know financial statements and financial statement analysis.
- The third which I feel is equally important is about your excel know-how. Basic excel knowledge is required to proceed in this course.
- If you wish to make a career in Finance, then you must master Financial Modeling. This Online Financial Modeling course can be taken by you if you are one of the following –
- Passionate about Finance and want to learn to become Pro in this.
- Executives, Business Planning and Strategy Executives.
- Managers working in Banks
- Equity Research Analysts
- Investment Bankers
- Portfolio Managers
- Commercial Bankers
- Risk Managers
- It’s an added advantage for those people who are pursuing CPA, ACCA, MBA, CFA, FRM and Commerce graduates.
- Also the candidates having Degree, Diploma, in technical fields like B. Tech or Engineering who wants to make a career in finance
FAQs – General Questions
Would this course add value to my profession?
You should not doubt this one. Financial Modeling skill is a core skill that each student in Finance should master. Financial Modeling when added to your resume as core skills should invite shortlists from Investment Banking and research firms.
If I’m already in the profession, should I do these online financial modeling courses?
Yes, this course on Financial Modeling can be a refresher course for you. In addition, we have taken companies from different sectors and countries to provide you a variety of analyses. This online financial modeling course will help you to brush the basics but also will provide you with detailed knowledge of Best Practices in Financial Modeling.
Can professionals from other domains enroll for this online financial modeling course?
Yes. If you are in another profession then also you can look forward to learning Financial Modeling. As iterated earlier, Financial Modeling can be used in the organization for decision making, budgeting, forecasting, and planning.
Is it a quick-fix or I need to keep on practicing the skills I would learn from this course on Financial Modeling?
You’ve already answered the question yourself. You will learn a great deal and many skills from this course on Financial modeling. But to maintain it, you need to be constantly in touch. You need to set out some time to practice whatever you learn from this course to get the maximum benefits.
Where do learners come from?
WallStreetMojo’s online financial modeling courses are taken by professionals and students across the globe. Some of the top cities and countries where our students come from are Hong Kong, New York, San Francisco, Singapore, New Jersey, Dubai, UAE, Riyadh, Bahrain, Lagos, Houston, Seattle, Toronto, London, Berlin, UK, New Delhi, Pune, Mumbai, Bangalore, Kolkatta, Hyderabad, Gurgaon, India, Sydney, Australia, New Zealand etc.
Can i see the Demo Videos?
Yes, you can view the demo videos above.
What are the Payment Options?
You can pay by Credit Card, Debit Card or Net Banking from all the leading banks. Additional payment options include pay by PayPal and 2checkout.
- Financial modeling has wide usages and you will learn the following tangible skills
- Business Valuations – With this online financial modeling course, you will learn how to value a business and prepare forecasts in a professional manner.
- Financial Modeling for organizational decision making – You can use financial modeling as a decision-making tool. It helps in scenario modeling and future planning for the company’s decision-making process.
- Deciding on the cost of capital for new projects – With financial modeling, you will be able to find the right cost of the capital mix for your company and new projects.
- Capital Budgeting – Financial Modeling helps companies determine to allot resources for major expenditure or investment etc.